BE23: Financial assets

Priority

Risk potential

Risk	Rationale
High	Investment in financial assets is at the core of our business model. Many investors have predominantly focused on short-term financial returns and have not considered the environmental and social impact of their investments. In contrast, WHEB is a specialist investment manager with a mission to advance sustainability and create prosperity through positive impact investments, which is how we work to address this risk.

Risk

Rationale

High

Investment in financial assets is at the core of our business model. Many investors have predominantly focused on short-term financial returns and have not considered the environmental and social impact of their investments. In contrast, WHEB is a specialist investment manager with a mission to advance sustainability and create prosperity through positive impact investments, which is how we work to address this risk.

Progress

Data availability

Data availability	Rationale
3. Data is tracked systematically across the whole business.	We use a set of ESG criteria t oassess all of our potential investments. We also take an active approach to ownership, engaging with management of our portfolio companies and using shareholder votes to encourage them to take more progressive stances on managing some environmental and social topics.

Pathway

Public commitment

Pathway indicator	Response	Rationale
Public commitment?	Yes, but it is not time-bound.	Our mission, viewable on our website and embodied in our Responsible Investment Policy, is to advance sustainability and create prosperity through positive impact investment. This ongoing commitment aligns with the spirit of this goal.
Date for commitment